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29 Jan 2026

Samsung Electronics Q4 profit triples to record high as AI demand fuels memory chip shortage

Samsung Electronics reported a record-breaking fourth quarter with operating profit surging over 200% year-over-year to 20.1 trillion won ($14.03 billion). The South Korean tech giant's memory business hit all-time highs as artificial intelligence server demand created a global memory chip shortage, pushing prices higher. The company plans to begin mass shipments of next-generation HBM4 chips to customers including Nvidia next month.

7 Sources

Tesla ends Model S and Model X production to make way for Optimus humanoid robots

Tesla will stop producing its Model S sedan and Model X SUV next quarter, ending production of its two longest-running electric vehicles. CEO Elon Musk announced the decision during the company's earnings call, stating it's part of a strategic shift to an autonomous future. The Fremont factory will be repurposed for manufacturing Optimus humanoid robots, with plans to produce 1 million units annually.

24 Sources

Meta pivots to AI smart glasses after Reality Labs loses $19 billion on VR in 2025

Meta is redirecting its Reality Labs division away from virtual reality and toward AI-powered smart glasses after losing $19.1 billion on VR in 2025. CEO Mark Zuckerberg says smart glasses sales tripled last year and predicts most eyewear will become AI glasses within years, comparing the moment to the smartphone revolution. The strategic shift follows layoffs of over 1,000 Reality Labs employees and studio closures.

6 Sources

Dynatrace Intelligence Fuses Agentic AI with Determinism for Autonomous Operations

Dynatrace unveiled Dynatrace Intelligence at Perform 2026, combining deterministic AI with agentic AI to address a critical flaw in current implementations. When chaining multiple LLM calls, accuracy drops from 95% to 60%, but Dynatrace's approach achieves 12x higher success rates through three deterministic agents that establish factual grounding before generative AI enters the workflow.

3 Sources

Tesla invests $2 billion in Elon Musk's xAI despite ongoing shareholder lawsuit over AI conflicts

Tesla disclosed a $2 billion investment in Elon Musk's xAI, joining a $20 billion financing round that values the AI startup at $230 billion. The investment proceeds despite an active shareholder lawsuit accusing Musk of breach of fiduciary duty for diverting Tesla's AI resources to his private company. Tesla justifies the move through Master Plan Part IV, claiming AI collaborations will enhance its autonomous driving and robotics ambitions.

10 Sources

Meta plans to spend up to $135 billion on AI as Zuckerberg pivots from metaverse to personal data

Mark Zuckerberg revealed Meta will dramatically increase AI spending to between $115 billion and $135 billion in 2026, nearly double last year's $72 billion. The company is betting its massive trove of user data from Facebook, Instagram, and WhatsApp will give it a competitive edge in building personalized AI that understands individual users better than any rival.

12 Sources

Microsoft's AI bet faces investor scrutiny despite strong earnings and surging Copilot usage

Microsoft reported $81.3 billion in revenue and $38.3 billion in net income, but Wall Street responded with skepticism. Investors worry about massive capital expenditures of $72.4 billion and the company's heavy reliance on OpenAI, which accounts for 45% of its $625 billion backlog. CEO Satya Nadella defended the strategy, citing tripled Copilot usage and 4.7 million GitHub Copilot subscribers.

25 Sources

ServiceNow beats Q4 estimates with AI-driven revenue growth and strategic acquisitions

ServiceNow delivered strong Q4 results with subscription revenues of $3.47 billion, up 21% year-over-year, as AI deployments gain traction. The company closed 244 deals over $1 million in net new annual contract value and projects 2026 subscription revenue above Wall Street estimates. Strategic acquisitions including Armis for $7.75 billion position ServiceNow to expand its total addressable market while its AI Control Tower addresses enterprise governance challenges.

4 Sources

YouTube Deletes 16 AI Slop Channels Totaling 4.7 Billion Views and 35 Million Subscribers

YouTube has removed 16 major AI slop channels that collectively generated over 4.7 billion views and 35 million subscribers, earning approximately $10 million annually. The crackdown targets low-quality AI-generated content featuring Dragon Ball videos, religious quizzes, and talking cats. CEO Neal Mohan pledged to reduce AI brainrot while the platform continues rolling out new AI creation tools.

5 Sources

Big Tech AI spending faces investor demand test as Meta soars and Microsoft stumbles

Meta's stock jumped 9% after reporting 24% revenue growth fueled by AI-enhanced ad targeting, while Microsoft dropped 10% despite massive AI investments. The contrasting market reactions reveal a critical shift: investors will tolerate record AI spending only when companies deliver strong financial returns, marking a turning point in Wall Street's patience three years after ChatGPT's launch.

24 Sources

Meta stock surges 10% as revamped AI strategy delivers strong fourth-quarter financial results

Meta exceeded Wall Street expectations with $59.89 billion in Q4 revenue, up 24% year-over-year, and earnings of $8.88 per share. The company's artificial intelligence investments are paying off with measurable improvements in ad performance and engineering productivity. Despite projecting capital expenditures of $115-135 billion for 2026, investors rallied behind Meta's bullish revenue guidance and evidence that its revamped AI strategy is delivering tangible returns.

10 Sources

28 Jan 2026

ServiceNow Anthropic partnership makes Claude AI default for enterprise workflow platform

ServiceNow announced a multi-year deal with Anthropic, positioning Claude AI as the preferred model across its AI-driven products. The partnership makes Claude the default for ServiceNow Build Agent, enabling developers to create applications using natural language. The deal extends Claude access to 29,000 ServiceNow employees and follows a similar OpenAI partnership announced just one week earlier.

4 Sources

Circle to Search set to default to AI Mode as Google pushes conversational search experience

Google is preparing to shift Circle to Search toward AI Mode as its default output, replacing traditional search results with conversational AI answers. The change was discovered in beta version of the Google app and reflects the company's broader strategy of integrating AI into search tools, though users can still switch back to standard web results.

2 Sources

Google Chrome AI launches Auto Browse agent to handle tedious web tasks autonomously

Google rolled out Chrome Auto Browse, an AI agent that navigates websites and completes tasks on your behalf. The feature uses Gemini 3 models and includes a redesigned sidebar for tighter Gemini integration. Available now to AI Pro subscribers with 20 daily tasks and AI Ultra subscribers with 200, the autonomous browsing tool can shop, fill forms, and schedule appointments while requiring user approval for sensitive actions.

46 Sources

Napster relaunches as AI music platform, letting users co-create with AI artists instead of streaming

The once-notorious music piracy site Napster has returned as an AI-first platform focused on music creation rather than streaming. Users can now generate tracks with AI collaborators across multiple genres, while the company faces a $9.2 million lawsuit from Sony Music over unpaid royalties and declares that major labels are obsolete in the new era of music.

5 Sources

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